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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,724 | $118,488-90.1% | $98,462-88.1% | $139,487-91.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.72% | 18.96%+3.8pp | 21.17%+1.5pp | 373.84%-351.1pp |
| Employer contribution / active EE | $1,845 | $3,611-48.9% | $3,049-39.5% | $4,755-61.2% |
| Participant deferral / active EE | $3,085 | $5,393-42.8% | $4,738-34.9% | $6,713-54.0% |
| Admin fee / account holder | $379 | $13,868-97.3% | $8,875-95.7% | $11,407-96.7% |